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leading to an increase in channel inventories. The price increases witnessed during the first three months of the year for LCD panels are causing some concern among LCD monitor panel suppliers and OEMs.
Source: iSuppli Corp. April 2010
“Even with the increase in inventories, stockpiles of LCD-TVs in the United States remain at normal to healthy levels suitable to support television makers’ efforts to clear out older models and to add new products to their product lines,” said Sweta Dash, senior director for LCDs at iSuppli. “However, channel inventories for televisions in China now equate to more than two weeks, higher than the normal level. This is leading to some cuts in panel orders and is resulting in a softening of panel demand in April, especially from China.”
In the United States, television brands have been introducing new 3-D models. The price differential between equivalent-featured LED- backlit LCD-TVs and LED-backlit 3-D TVs has narrowed to as little as $300, spurring consumer demand.
Brands will continue to introduce 3-D TVs globally through July. Brands in the United States also continue to add new LED-backlit LCD-TVs. The number of LED-based LCD-TV models reached more than 140 in March, more than double the number of models in February.
While notebook PC shipments in the first quarter were down a few percentage points from the fourth quarter of 2009, shipments in the second quarter are expected to be flat due to the introduction of new models. Most brands are expecting a huge second half of the year given the continued economic recovery and the high adoption rate of Windows 7. Inventories of notebooks rose in the first quarter to meet this expected demand.
Monitor sales slowed in March following a strong start to the beginning of the first quarter,
Although panel suppliers are controlling LCD module inventory very closely, the slowdown of panel demand from China buyers raised the inventory level slightly. Panel suppliers are expected to quote flat to slight price reductions for April pricing as buyers have been unwilling to accept another price hike in the second half of March after already sustaining decreasing profits.
Discover more about the health of the LCD industry with Dash’s new report, entitled Monitor, Notebook Panel Market Remained Tight in March; But Supply and Inventory is Expected to Increase in April.
Strategy Analytics predicts massive military market for GaN
Market analysis company forecasts that use in military applications will represent nearly 50% of the $376M market for GaN microelectronic components in 2014
Market analysis company, Strategy Analytics (SA) predicts that deployments will be in electronic warfare, next-generation radar and covert communications. SA also reports that adoption of GaN components in wireless infrastructure has been sluggish.
Asif Anwar, director of the Strategy Analytics GaAs and Compound Semiconductor Service, indicates that power management will be an important new market for GaN microelectronic components. These devices include: SMPSs (switched-mode power supplies), DC-DC converters, and DC motor drives found in home appliances, electric vehicles, industrial automation systems and telecommunications equipment
June
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